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Craig Alan Rubrecht

Cornerstone Wealth

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About Craig Alan Rubrecht

Craig Alan Rubrecht has been in the financial industry since 1997. He joined Cornerstone Wealth in 2018. Before that, Craig was with LPL FINANCIAL LLC, SECURITIES AMERICA, INC., RAYMOND JAMES FINANCIAL SERVICES, INC., WACHOVIA SECURITIES, LLC, PRUDENTIAL SECURITIES INCORPORATED, PRUCO SECURITIES CORPORATION, AMERICAN EXPRESS FINANCIAL ADVISORS INC. and IDS LIFE INSURANCE COMPANY. Craig holds Series 3, 7, 9, 10, 63, and 65 licenses as well as the SIE designation. Craig focuses on providing financial planning, portfolio management for individuals, businesses, and other financial professionals. Craig offers a variety of services including financial planning, asset management, insurance, and retirement planning. Craig specializes in working with individuals and businesses.

Firm Information

Craig Rubrecht is currently registered with Cornerstone Wealth. Cornerstone Wealth is an independent financial advisory firm based in Huntersville, NC. They specialize in providing comprehensive financial planning, investment management, and retirement planning solutions to individuals, families, and businesses. The firm manages over $1.29 billion in assets for approximately 2,093 clients. Cornerstone Wealth also offers a variety of other services, including credit and cash management, insurance solutions, and selection of other advisors. They are committed to building long-term relationships with clients and providing them with personalized financial guidance.
Cornerstone Wealth

16810 KENTON DRIVE

HUNTERSVILLE, NC 28078

$1.29B

Assets Under Management

50

Total Clients

33

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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management of variable annuity sub-accounts, credit and cash management solutions and insurance solutions

Management of variable annuity sub-accounts, credit and cash management solutions and insurance solutions

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Revenue sharing on eligible credit and cash management solutions

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Craig Rubrecht’s Registration & Firm History

NC

01/03/2018 - Present

Cornerstone Wealth (Huntersville NC)

SC

07/20/2011 - 11/08/2017

LPL FINANCIAL LLC (LEXINGTON SC)

NC

11/17/2003 - 07/20/2011

SECURITIES AMERICA, INC. (CORNELIUS NC)

FL

09/08/2003 - 11/19/2003

RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)

MO

07/01/2003 - 09/19/2003

WACHOVIA SECURITIES, LLC (ST. LOUIS MO)

NY

01/12/2001 - 07/01/2003

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

NJ

01/06/2000 - 02/07/2001

PRUCO SECURITIES CORPORATION (NEWARK NJ)

MN

01/29/1997 - 12/14/1999

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

01/29/1997 - 12/14/1999

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 02/07/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/05/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/06/2001

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 05/14/2001

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/30/2002

Series 3 - National Commodity Futures Examination

BC

Issued 01/28/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Craig Alan Rubrecht.
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